01. OVERVIEW

An employee (in this scenario, they are called Participant) needs to take a corporate trip, for some reason, whatever it may be (ex: customer service/visit, business meeting, event). So this routine will have as main objective to register the request of this trip, considering relevant information to control the expenses of the trip and its policies.

This routine only covers requests from Protheus. Trips integrated with Reserve do not generate requests, as they are purchased and issued directly by the agency.


In the items of the trip, you can select and justify/detail the following services:


  • These service items are configurable and are in the Configuration Wizard. If the company does not offer any of these items in its policy, you can hide them.
  • The Others item is the only one in which it is not necessary to purchase a service, so requests with this service only do not go through the verification stage of the request. This is necessary when an employee wants to request only an advance, as they will, for example, pay a visit to a customer with their own vehicle and only want the advance.

When parameterized for approval after the request, a pending approval will be generated for the superior of the participants. Otherwise, it can be sent to the travel department (directly after the request or in a second moment through the sending option) and the trip will be generated automatically.

Example:

The company can decide to go through all the approvals, in this case the flow will be:

Or it may be that only one of the approvals is necessary, in this case we have:


02. EXAMPLE OF USE

Access the routine through: Updates > Travel > Travel Requests

The traveler must inform the basic data of the trip in the header of the request, such as origin and destination, departure and arrival dates, customer for assistance (if any), etc.
For each service, Participants and their respective Cost Entities must be informed.

Also, you can select which participants will receive an advance in the Advances tab.
The calculated value is a forecast and is displayed only when it is parameterized:

03. AUTOMATIC ROUTINE

For the execution of the automatic routine, we illustrated some features such as Inclusion (MyFA666Inc), Edition (MyFA666Alt) and Exclusion (MyFA666Del), in the following examples:

#INCLUDE "PROTHEUS.CH"
#INCLUDE "FWMVCDEF.CH"

//---------- Add travel request ----------//
User Function MyFA666Inc()

Local oModel := Nil
Local oModelFW3 := Nil
Local oModelFW4 := Nil
Local oModelFW5 := Nil
Local oModelFW6 := Nil
Local cFilAtu := ""

RpcSetEnv("T1","D MG 01 ","claudio.ribeiro","1") // Starts environment with requesting user

oModel := FWLoadModel("FINA666")
oModelFW3 := oModel:GetModel("FW3MASTER") // 
Travel header
oModelFW4 := oModel:GetModel("FW4DETAIL") // Services 
oModelFW5 := oModel:GetModel("FW5DETAIL") // Participants
oModelFW6 := oModel:GetModel("FW6DETAIL") // Cost center
cFilAtu := xFilial("FW3")

oModel:SetOperation(MODEL_OPERATION_INSERT)
oModel:Activate()
// Fill in the travel request header
oModelFW3:SetValue("FW3_FILIAL",cFilAtu)
oModelFW3:SetValue("FW3_NACION","1")
oModelFW3:SetValue("FW3_CODORI","SP")
oModelFW3:SetValue("FW3_CODDES","RJ")
oModelFW3:SetValue("FW3_DTINI",StoD("20190702"))
oModelFW3:SetValue("FW3_DTFIM",StoD("20190705"))
oModelFW3:SetValue("FW3_CLIENT","001 ")
oModelFW3:SetValue("FW3_LOJA","01")
oModelFW3:SetValue("FW3_STATUS","0") // Open, initial status
// Fill in the service grid included in the travel request
oModelFW4:SetValue("FW4_ITEM",StrZero(1,TamSX3("FW4_ITEM")[1]))
oModelFW4:SetValue("FW4_TIPO","1") // Aereo
oModelFW4:SetValue("FW4_OBS", “Customer visit")
// Fills grid of traveling participants
oModelFW5:SetValue("FW5_ITEM",StrZero(1,TamSX3("FW4_ITEM")[1]))
oModelFW5:SetValue("FW5_PARTIC","000001")
oModelFW5:SetValue("FW5_ADIANT",.T.) // Add advance to participant
oModelFW5:AddLine() // Add line for a second traveler
oModelFW5:SetValue("FW5_ITEM",StrZero(2,TamSX3("FW4_ITEM")[1]))
oModelFW5:SetValue("FW5_PARTIC","000002")
oModelFW5:SetValue("FW5_ADIANT",.T.) // Add advance to participant
// Fill in cost center grid
oModelFW6:SetValue("FW6_ITEM",StrZero(1,TamSX3("FW4_ITEM")[1]))
oModelFW6:SetValue("FW6_CC","002 ")
oModelFW6:SetValue("FW6_PORCEN",100)
oModelFW5:GoLine(1)
// Validation and recording of data, if consistent
If oModel:VldData() 
     oModel:CommitData()
     Conout("Travel request included successfully.")
Else 
     VarInfo("",oModel:GetErrorMessage())
     Conout("Validation error, travel request not included.")
EndIf

oModel:DeActivate()
oModel:Destroy()
RpcClearEnv()

Return


//---------- Travel Request change ----------//
User Function MyFA666Alt()

Local aKeyFW4 := {}
Local oModel := Nil
Local oModelFW5 := Nil
Local oModelFW6 := Nil
Local cSolic := "0000000010"

RpcSetEnv("T1","D MG 01 ","richard.santos","1") // Initialize environment with requesting user

dbSelectArea("FW3")
dbSetOrder(1)
dbSeek(xFilial("FW3")+cSolic)
// Load data model with travel request positioned
oModel := FWLoadModel("FINA666")
oModelFW5 := oModel:GetModel("FW5DETAIL") // Participants
oModelFW6 := oModel:GetModel("FW6DETAIL") // Cost center
// Participant search key within the travel request
aKeyFW4 := { {"FW5_FILIAL",xFilial("FW5")},{"FW5_SOLICI",cSolic},{"FW5_ITEM","01"},{"FW5_PARTIC","000002"} }

oModel:SetOperation(MODEL_OPERATION_UPDATE)
oModel:Activate()
// Remove one of the travelers, in this case, participant 000002
If oModelFW5:SeekLine(aKeyFLE)
     oModelFW5:DeleteLine()
Else
     Conout("Traveler not found in this travel request.")
EndIf
// Change the cost center (automatically positioned on the first grid)
oModelFW6:SetValue("FW6_CC","003 ")

// Validation and recording of data, if consistent
If oModel:VldData() 
     oModel:CommitData()
     Conout("Travel request edited successfully.")
Else 
     VarInfo("",oModel:GetErrorMessage())
     Conout("Validation error, travel request not edited.")
EndIf

oModel:DeActivate()
oModel:Destroy()
RpcClearEnv()

Return


//---------- Delete travel request ----------//
User Function MyFA666Del()

Local oModel := Nil
Local cSolic := "0000000010"

RpcSetEnv("T1","D MG 01 ","claudio.ribeiro","1") // Starts environment with requesting user

dbSelectArea("FW3")
dbSetOrder(1)
dbSeek(xFilial("FW3")+cSolic)
// Load data model with travel request positioned
oModel:= FWLoadModel("FINA666")
oModel:SetOperation(MODEL_OPERATION_DELETE)
oModel:Activate()

// Validating and saving deletion
If oModel:VldData() 
     oModel:CommitData()
     Conout("Travel request deleted successfully.")
Else 
     VarInfo("",oModel:GetErrorMessage())
     Conout("Validation error, travel request not deleted.")
EndIf

oModel:DeActivate()
oModel:Destroy()
RpcClearEnv()

Return


04. TABLES USED


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